CIM
VTR icon

Contravisory Investment Management’s Ventas VTR Stock Holding History

Contravisory Investment Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
14,027
+320
+2% +$27.3K 0.22% 79
2026
Q1 		$1.12M Sell
13,707
-68
-0.5% -$5.57K 0.23% 64
2025
Q4 		$1.07M Buy
13,775
+5,960
+76% +$450K 0.21% 69
2025
Q3 		$547K Sell
7,815
-299
-4% -$20.1K 0.11% 141
2025
Q2 		$512K Sell
8,114
-30
-0.4% -$1.96K 0.1% 143
2025
Q1 		$560K Sell
8,144
-11
-0.1% -$702 0.12% 123
2024
Q4 		$480K Hold
8,155
– – 0.1% 146
2024
Q3 		$523K Buy
+8,155
New +$476K 0.11% 128
2018
Q1 		– Sell
-6
Closed – – 456
2017
Q4 		$0 Buy
+6
New +$379 ﹤0.01% 529

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Contravisory Investment Management's VTR Position: Q2 2026 in Review

Contravisory Investment Management increased its Ventas (VTR) stake by 2.3% in Q2 2026, buying an estimated $27.3K and bringing the position to 14,027 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #79.

Contravisory Investment Management first reported a position in VTR in Q4 2017 and has held it in 9 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Contravisory Investment Management held 14,027 shares of Ventas worth $1.25M as of Q2 2026.
  • Contravisory Investment Management bought 320 Ventas shares in Q2 2026, an estimated $27.3K.
  • Ventas made up 0.22% of Contravisory Investment Management's portfolio in Q2 2026, its #79 holding.
  • Contravisory Investment Management first reported a position in Ventas in Q4 2017 and has held it in 9 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.